Notify Outlook when a task is completed in Close

■Overview

When completing tasks in the customer management tool Close, do you find it time-consuming to create and send emails to the relevant people through Outlook each time? Manual notifications can also lead to delays and missed communications. This workflow automatically sends an email notification from Outlook to the specified recipients when a task is completed in Close. By connecting Close and Outlook, you can automate these routine reports and share information quickly and reliably.

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■Who is this template for?

• Sales representatives who manually send task completion reports from Outlook every time a task is completed in Close
• Managers who want to quickly track team members’ task progress without missing anything
• Anyone who wants to connect Close and Outlook to streamline daily routine tasks

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■Benefits of using this template

• Notifications are sent automatically when a task is completed in Close, reducing the time previously spent manually creating emails in Outlook.
• Prevent human errors such as notification delays and missed communications that often occur with manual processes, enabling reliable information sharing.

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■Flowbot steps

1. First, connect Outlook and Close to Yoom.
2. Next, select Close as the trigger and set the action to “When a task is completed.”
3. Finally, set Outlook’s “Send an email” action as the operation and send an email notifying the relevant people that the task has been completed.

*“Trigger”: An action that starts the flow. “Operation”: An action that processes the flow after the trigger starts.

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■Customization options for this workflow

• In Outlook’s “Send an email” action, customize the recipients (To), subject, and email body as needed.

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■Notes

• Connect both Close and Outlook to Yoom.
• Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.